Dynamic Advisor Solutions LLC Ishares Msci Usa Size Factor E Transaction History
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$63.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$27.1 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.4 Million26.69% of portfolio
-
Trinity Wealth Management, LLC108KShares$16.1 Million7.45% of portfolio